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Ricky Martin: I want to check up on some of the companies we discussed last time. At that point it was trading around $333, pretty much flat at about $326. He says investors are starting to wonder if Zoom is transitioning to a higher value client. Martin: It's a company that's going to have really nice cash flow over the long term.

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks

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